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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-13 |
Branch Locations
3701 W Algonquin Rd Ste 610-C, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Arlington Heights | IL | 09/2006 | 12/2020 |
| Primerica Financial Services | Rolling Meadows | IL | 09/2003 | Present |
| Freedom Home Care | Highland Park | IL | 05/2015 | 05/2019 |
| Acosta Sales And Marketing | Jacksonville | FL | 02/2017 | 02/2017 |
| Peoplekeep | Salt Lake City | UT | 05/2017 | 02/2020 |
| Pfs Investments Inc. | Arlington Heights | IL | 04/2021 | 12/2023 |
| Pfs Investments Inc. | Rolling Meadows | IL | 05/2025 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-16 |
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